Integrate FluentCRM with SimpleSign
Send information between FluentCRM and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in SimpleSign each time a new contact is created in FluentCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in SimpleSign each time a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact is in SimpleSign each time a new contact is created in FluentCRM
FluentCRM + SimpleSign
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Supported triggers and actions
Integrate FluentCRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Contact updated
Triggers when a new contact is updated
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create list
Creates a new list
Create tag
Creates a new tag
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
Similar apps
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
